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“Reimagining the planning experience from top to bottom.”

At the recent T3 Advisor conference, Advicent CEO Angela Pecoraro sat down with Matt Ackermann of InvestmentNews for a conversation on the Third Wave of financial planning we have entered in 2019 and how advisors can embrace the new era.

Check out the full video below:

To learn more about the Third Wave of financial planning and how NaviPlan® will be preparing advisors for the new era in 2019, click here.